See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,619 | $157,256-57.6% | $141,162-52.8% | $152,861-56.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.19% | 64.32%-60.1pp | 71.39%-67.2pp | 345.32%-341.1pp |
| Employer contribution / active EE | $10,415 | $5,261+98.0% | $4,735+119.9% | $4,762+118.7% |
| Participant deferral / active EE | $425 | $7,109-94.0% | $6,709-93.7% | $5,850-92.7% |
| Admin fee / account holder | $67 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |